Transfer

Hello Sccslv,

What transfer option are you referring to? Are you trying to transfer bank transactions? Or perhaps, you want to transfer roles?

Have you tried doing some basic troubleshooting steps to get rid of any cache-related issues?

If you're using a browser, you might want to use a private one. You can clear the cache storage of your regular browser if you can transfer successfully in a private session. Using other supported browsers would be good alternatives, too.

If you're using the QuickBooks Online Windows app, here's how to clear the cache:

1. Click Help at the top menu.
2. Select Reset App Data.
3. After the process is complete, close the application.
4. Right-click the application and select Run as Administrator.

Any additional details would be much appreciated so I can help you more. Thanks on advance!

YES!  It just started for me today.  I thought it was my computer, but learned that's not the case.  Tried all the troubleshooting tricks and still not able to transfer!!

James, I am having the same problem.  Just started today.  Trying to make an internal transfer (from one COA account to another).  Tried clearing the cache, resetting the app data and restarting the app as Admin.  

Tried using the QBO app on my PC as well as the web version.  Can't accomplish the task either way.  I can write checks, create expenses and deposits, but no transfers.

If someone can fix, that would be dandy.  I just started with a new client and can't do her work without this fix.  Thanks.

Hi there, @debbie11.

Thank you for joining the thread. I'm here to help guide you to the right support who can help fix the problem with transfers in QuickBooks Online (QBO).

Since clearing the cache, resetting the app data and restarting the app as admin doesn't fix the problem, I recommend contacting our Support Team to check and investigate this further for you. Our support has the chance to pull up your account via a secured remote access.

For the support's contact information:

1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
2. Choose QuickBooks Online.
3. On the Contact Us page, click a topic.
4. Click on the Get Phone Number button to see the support number.

Keep me posted with the result, I'll be right here to help. Have a great day ahead!

I am also having this issue. My coworker at a different location isnt, just myself. I was told its a known issue and now I wait for the fix. 

Thanks for reaching to us here in the Community, @JanineAmerivents.

Allow me to step in for a moment and share some information about the issue.

We're aware that some customers are unable to create a transfer between two bank accounts.  Our engineers are diligently working towards finding a permanent solution.

I want to ensure you're updated on the progress, so I suggest you contact our QBO Support Team. Our specialists can add your company to our notification list to receive email updates.

I'll keep you posted once a resolution is made available by our engineers.

 
I appreciate your patience while this is being worked on. Reach out to me if you have any other concerns. Please know I'm just a post away for help. Have a great day

Hello

Do you have a timeframe on this fix? My coworker now is having this issue today. We have some reconciliations there are on a deadline that were to be finished ASAP. 

Hi JanineAmerivents,

I'm here to give you some updates about the transfer issue.

Our Engineering Team is still looking for a permanent resolution and currently, we are unable to tell its time frame. We are asking for your patience while we're continuing to fix this.

While our team is still working on this, I have a workaround to suggest. You can enter the transfer of funds within the bank register.

Let me show you how:

1. Click Accounting on the left pane.
2. Under Chart of Accounts, locate the bank and select View register.
3. Click drop-down arrow beside Add check under the Date column.
4. Choose Transfer (see the screenshot below).
5. Enter the details accordingly and click Save.

I'll also give you an update here as soon as we have a resolution for this.

Reach out to me by leaving a comment if you need any assistance. I'm always ready to help. Have a good one.

Hi there, JanineAmerivents.

I'm glad to inform you that we've successfully resolved this concern.

You should be able to enter a transfer in QuickBooks Online with ease.

If you have other questions, I'm happy to answer it. Just post it here as a comment and I'll take a look at it. Enjoy your weekend.

I am experiencing this issue with not being able to populate accounts when entering a transfer

Thanks for joining this thread, @7118 1164 5.

Local internet cache files may be the reason for this unexpected behavior. In the meantime, let’s perform some basic troubleshooting steps to make sure the issue isn’t browser-related. 

Here are the keyboard shortcuts: 

• Safari: Command + Shift + N 
• Google Chrome: CTRL + Shift + N
• Mozilla Firefox or Microsoft Edge: CTRL + Shift + P 

Once signed in, try to process the transfer again. If it works, you need to clear your browser’s cache. Here’s an article to help you with the process: How do I clear my browser cache and temporary Internet files?

If private browsing doesn't work, I recommend using different browsers like Google Chrome, Mozilla Firefox, and Microsoft Edge. They will provide you the best and most secure experience with QuickBooks. For more details, see this article's Supported browsers section: System Requirements For QBO. 

However, if you're using the iOS mobile app, we have an open investigation where transfers won't save as Income or Expense transactions. Rest assured, our engineers are getting this feature working back to normal.

To ensure you'll get an update about the resolution status, I recommend reaching out to our Technical Support Team. They have to collect personal data to add your company and product to the list of affected users and provide this number for easy tracking: INV-55499. We'll be sending you updates via email once we get this sorted out.

Here's how to reach them:

1. Tap the Help menu in the upper right hand to open the Search window.
2. Scroll down to click the Contact us link.
3. Enter the issue/topic in the field box and then hit the Let’s talk button.
4. Choose Start messaging or Get a callback.

You can also check out our support hours to ensure that we address your concerns on time.

Also, I'm adding this link that will guide you on how to move money from one company to another: Transfer funds between companies.

Additionally, you can visit this article that provides a breakdown of the processes you can perform using the mobile version: Mobile applications hub.

Thank you for your patience while we're still working on the fix. Please know that you're always welcome to reply if you still have other questions or concerns with transfers. I'll be around for you.